+2,094.7%
NXPI vs PFG
+725.6%
+1,369.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.1% | +4.2% | +3.8% |
| 7D | +1.7% | -2.2% | +3.9% | +3.3% |
| 30D | +19.7% | +6.4% | +13.3% | +15.1% |
| 3M | +14.5% | +2.2% | +12.3% | +12.4% |
| 6M | -11.2% | +16.3% | -27.5% | -20.8% |
| YTD | +25.8% | +33.2% | -7.4% | +2.2% |
| 1Y | +35.2% | +40.6% | -5.4% | +6.1% |
| 3Y | +52.3% | +83.3% | -31.1% | -0.7% |
| 5Y | +34.8% | +97.7% | -62.9% | -17.9% |
| 10Y | +214.4% | +189.9% | +24.5% | +29.8% |
| All | +2,094.7% | +725.6% | +1,369.1% | +257.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PFG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling